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Plan Name | ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ORTHOPEDICSNY, LLP |
Employer identification number (EIN): | 141777794 |
NAIC Classification: | 621111 |
NAIC Description: | Offices of Physicians (except Mental Health Specialists) |
Additional information about ORTHOPEDICSNY, LLP
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 2012-01-25 |
Company Identification Number: | 4193590 |
Legal Registered Office Address: |
121 EVERETT ROAD ALBANY United States of America (USA) 12211 |
More information about ORTHOPEDICSNY, LLP
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | MICHELE BRINKMAN | MICHELE BRINKMAN | 2018-10-12 | |
001 | 2017-01-01 | ||||
001 | 2016-01-01 | MICHELE BRINKMAN | MICHELE BRINKMAN | 2017-09-28 | |
001 | 2016-01-01 | MICHELE BRINKMAN | 2020-12-30 | ||
001 | 2015-01-01 | MICHELE BRINKMAN | MICHELE BRINKMAN | 2016-10-04 | |
001 | 2015-01-01 | ||||
001 | 2014-01-01 | MICHELE BRINKMAN | MICHELE BRINKMAN | 2015-10-13 | |
001 | 2013-01-01 | MICHELE BRINKMAN | MICHELE BRINKMAN | 2014-10-10 | |
001 | 2012-01-01 | DEBRA PICCOLO | DEBRA PICCOLO | 2013-10-11 | |
001 | 2011-01-01 | DEBRA PICCOLO | |||
001 | 2009-01-01 | DEBRA PICCOLO |
Measure | Date | Value |
---|---|---|
2022: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 632 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 550 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 132 |
Total of all active and inactive participants | 2022-01-01 | 682 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 682 |
Number of participants with account balances | 2022-01-01 | 681 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 76 |
2021: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 637 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 517 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 90 |
Total of all active and inactive participants | 2021-01-01 | 607 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 607 |
Number of participants with account balances | 2021-01-01 | 605 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 50 |
2020: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 542 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 496 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 130 |
Total of all active and inactive participants | 2020-01-01 | 626 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 626 |
Number of participants with account balances | 2020-01-01 | 469 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 42 |
2019: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 495 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 435 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 94 |
Total of all active and inactive participants | 2019-01-01 | 529 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 529 |
Number of participants with account balances | 2019-01-01 | 409 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 456 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 365 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 109 |
Total of all active and inactive participants | 2018-01-01 | 474 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 474 |
Number of participants with account balances | 2018-01-01 | 398 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 25 |
2017: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 438 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 346 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 99 |
Total of all active and inactive participants | 2017-01-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 445 |
Number of participants with account balances | 2017-01-01 | 380 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 13 |
2016: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 421 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 335 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 100 |
Total of all active and inactive participants | 2016-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 435 |
Number of participants with account balances | 2016-01-01 | 363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 18 |
2015: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 398 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 96 |
Total of all active and inactive participants | 2015-01-01 | 416 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 416 |
Number of participants with account balances | 2015-01-01 | 358 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 21 |
2014: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 310 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 336 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 64 |
Total of all active and inactive participants | 2014-01-01 | 400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 400 |
Number of participants with account balances | 2014-01-01 | 314 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 11 |
2013: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 281 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 255 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 50 |
Total of all active and inactive participants | 2013-01-01 | 305 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 305 |
Number of participants with account balances | 2013-01-01 | 257 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 199 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 176 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 40 |
Total of all active and inactive participants | 2012-01-01 | 216 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 216 |
Number of participants with account balances | 2012-01-01 | 200 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
2011: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 181 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 177 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 20 |
Total of all active and inactive participants | 2011-01-01 | 197 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 198 |
Number of participants with account balances | 2011-01-01 | 171 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 129 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 17 |
Total of all active and inactive participants | 2009-01-01 | 146 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 147 |
Number of participants with account balances | 2009-01-01 | 139 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 6 |
Measure | Date | Value |
---|---|---|
2022 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $21,982 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $18,575 |
Total income from all sources (including contributions) | 2022-12-31 | $-3,689,704 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $3,428,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,294,760 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $5,846,528 |
Value of total assets at end of year | 2022-12-31 | $54,676,317 |
Value of total assets at beginning of year | 2022-12-31 | $61,791,150 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $133,776 |
Total interest from all sources | 2022-12-31 | $13,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $88,776 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,504,695 |
Participant contributions at end of year | 2022-12-31 | $258,022 |
Participant contributions at beginning of year | 2022-12-31 | $292,109 |
Participant contributions at end of year | 2022-12-31 | $12,587 |
Participant contributions at beginning of year | 2022-12-31 | $7,500 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $570,741 |
Administrative expenses (other) incurred | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $21,982 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $18,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,118,240 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $54,654,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $61,772,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,098,089 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $61,223,248 |
Interest on participant loans | 2022-12-31 | $13,704 |
Interest earned on other investments | 2022-12-31 | $215 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-9,550,151 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $2,771,092 |
Employer contributions (assets) at end of year | 2022-12-31 | $307,619 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $268,293 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,294,760 |
Contract administrator fees | 2022-12-31 | $45,000 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2022-12-31 | 141798364 |
2021 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2021 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $18,575 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $20,299 |
Total income from all sources (including contributions) | 2021-12-31 | $13,902,873 |
Total of all expenses incurred | 2021-12-31 | $4,510,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,399,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $4,785,403 |
Value of total assets at end of year | 2021-12-31 | $61,791,150 |
Value of total assets at beginning of year | 2021-12-31 | $52,400,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $111,276 |
Total interest from all sources | 2021-12-31 | $15,075 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,141,351 |
Participant contributions at end of year | 2021-12-31 | $292,109 |
Participant contributions at beginning of year | 2021-12-31 | $318,841 |
Participant contributions at end of year | 2021-12-31 | $7,500 |
Participant contributions at beginning of year | 2021-12-31 | $32,688 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $158,719 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $77,000 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $18,575 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $20,299 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $9,392,531 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $61,772,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $52,380,044 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $45,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $61,223,248 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $51,925,831 |
Interest on participant loans | 2021-12-31 | $15,056 |
Interest earned on other investments | 2021-12-31 | $19 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $9,102,395 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,485,333 |
Employer contributions (assets) at end of year | 2021-12-31 | $268,293 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $45,983 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,399,066 |
Contract administrator fees | 2021-12-31 | $66,276 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2021-12-31 | 141798364 |
2020 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $20,299 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $12,036 |
Total income from all sources (including contributions) | 2020-12-31 | $10,836,270 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,197,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,102,241 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $4,073,158 |
Value of total assets at end of year | 2020-12-31 | $52,400,343 |
Value of total assets at beginning of year | 2020-12-31 | $43,753,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $94,983 |
Total interest from all sources | 2020-12-31 | $19,712 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,699,414 |
Participant contributions at end of year | 2020-12-31 | $318,841 |
Participant contributions at beginning of year | 2020-12-31 | $411,747 |
Participant contributions at end of year | 2020-12-31 | $32,688 |
Participant contributions at beginning of year | 2020-12-31 | $25,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $327,644 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $77,000 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $20,299 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $12,036 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $8,639,046 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $52,380,044 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $43,740,998 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $44,995 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $51,925,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $43,267,578 |
Interest on participant loans | 2020-12-31 | $19,712 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $6,743,400 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $2,046,100 |
Employer contributions (assets) at end of year | 2020-12-31 | $45,983 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $48,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,102,241 |
Contract administrator fees | 2020-12-31 | $49,988 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2020-12-31 | 141798364 |
2019 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $12,036 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,557 |
Total income from all sources (including contributions) | 2019-12-31 | $11,406,324 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,291,738 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,181,452 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-2,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,033,926 |
Value of total assets at end of year | 2019-12-31 | $43,753,034 |
Value of total assets at beginning of year | 2019-12-31 | $33,642,969 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $112,586 |
Total interest from all sources | 2019-12-31 | $26,049 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $1,576,931 |
Participant contributions at end of year | 2019-12-31 | $411,747 |
Participant contributions at beginning of year | 2019-12-31 | $467,695 |
Participant contributions at end of year | 2019-12-31 | $25,000 |
Participant contributions at beginning of year | 2019-12-31 | $14,650 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $541,416 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $12,036 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $16,557 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $10,114,586 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $43,740,998 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $33,626,412 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $48,342 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $43,267,578 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $33,123,168 |
Interest on participant loans | 2019-12-31 | $26,049 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $7,346,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,915,579 |
Employer contributions (assets) at end of year | 2019-12-31 | $48,709 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $37,456 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,181,452 |
Contract administrator fees | 2019-12-31 | $64,244 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2019-12-31 | 141798364 |
2018 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,557 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $22,885 |
Total income from all sources (including contributions) | 2018-12-31 | $1,629,867 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $833,650 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $712,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $3,450,507 |
Value of total assets at end of year | 2018-12-31 | $33,642,969 |
Value of total assets at beginning of year | 2018-12-31 | $32,853,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $121,643 |
Total interest from all sources | 2018-12-31 | $18,575 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $1,399,908 |
Participant contributions at end of year | 2018-12-31 | $467,695 |
Participant contributions at beginning of year | 2018-12-31 | $336,677 |
Participant contributions at end of year | 2018-12-31 | $14,650 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $227,828 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,932 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $16,557 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $20,953 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $796,217 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $33,626,412 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $32,830,195 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,040 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $33,123,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $32,506,084 |
Interest on participant loans | 2018-12-31 | $18,570 |
Interest earned on other investments | 2018-12-31 | $5 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,839,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $1,822,771 |
Employer contributions (assets) at end of year | 2018-12-31 | $37,456 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $10,319 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $712,007 |
Contract administrator fees | 2018-12-31 | $120,603 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2018-12-31 | 141798364 |
2017 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $22,885 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $40,390 |
Total income from all sources (including contributions) | 2017-12-31 | $8,832,625 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,381,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,265,264 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $3,752 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $4,612,420 |
Value of total assets at end of year | 2017-12-31 | $32,853,080 |
Value of total assets at beginning of year | 2017-12-31 | $26,419,223 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $112,247 |
Total interest from all sources | 2017-12-31 | $14,782 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $1,242,064 |
Participant contributions at end of year | 2017-12-31 | $336,677 |
Participant contributions at beginning of year | 2017-12-31 | $249,747 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,665,840 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,932 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $20,953 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $40,390 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $6,451,362 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $32,830,195 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $26,378,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $57,172 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $32,506,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $26,110,406 |
Interest on participant loans | 2017-12-31 | $14,782 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $4,205,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $1,704,516 |
Employer contributions (assets) at end of year | 2017-12-31 | $10,319 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $59,070 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,265,264 |
Contract administrator fees | 2017-12-31 | $55,075 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2017-12-31 | 141798364 |
2016 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $40,390 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $203 |
Total income from all sources (including contributions) | 2016-12-31 | $5,155,913 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,659,655 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,550,787 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $3,069 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,868,325 |
Value of total assets at end of year | 2016-12-31 | $26,419,223 |
Value of total assets at beginning of year | 2016-12-31 | $22,882,778 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $105,799 |
Total interest from all sources | 2016-12-31 | $9,259 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $1,240,295 |
Participant contributions at end of year | 2016-12-31 | $249,747 |
Participant contributions at beginning of year | 2016-12-31 | $192,041 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $46,464 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $109,520 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $40,390 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $203 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $3,496,258 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $26,378,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $22,882,575 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $48,530 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $26,110,406 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $22,497,514 |
Interest on participant loans | 2016-12-31 | $9,259 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,278,329 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $1,518,510 |
Employer contributions (assets) at end of year | 2016-12-31 | $59,070 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $146,759 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,550,787 |
Contract administrator fees | 2016-12-31 | $57,269 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2016-12-31 | 141798364 |
2015 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $203 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $205 |
Total income from all sources (including contributions) | 2015-12-31 | $2,685,736 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,526,560 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,455,250 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,714,325 |
Value of total assets at end of year | 2015-12-31 | $22,882,778 |
Value of total assets at beginning of year | 2015-12-31 | $21,723,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $69,109 |
Total interest from all sources | 2015-12-31 | $10,063 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,209,432 |
Participant contributions at end of year | 2015-12-31 | $192,041 |
Participant contributions at beginning of year | 2015-12-31 | $247,561 |
Participant contributions at end of year | 2015-12-31 | $46,464 |
Participant contributions at beginning of year | 2015-12-31 | $88,735 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $45,503 |
Other income not declared elsewhere | 2015-12-31 | $194 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $203 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $205 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,159,176 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $22,882,575 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,723,399 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $44,284 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $22,497,514 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $21,227,202 |
Interest on participant loans | 2015-12-31 | $10,063 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-38,846 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $1,459,390 |
Employer contributions (assets) at end of year | 2015-12-31 | $146,759 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $160,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,455,250 |
Contract administrator fees | 2015-12-31 | $24,825 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2015-12-31 | 141798364 |
2014 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $205 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $15,763 |
Total income from all sources (including contributions) | 2014-12-31 | $3,615,025 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $564,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $517,604 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,207,799 |
Value of total assets at end of year | 2014-12-31 | $21,723,604 |
Value of total assets at beginning of year | 2014-12-31 | $18,688,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $46,396 |
Total interest from all sources | 2014-12-31 | $11,092 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,042,853 |
Participant contributions at end of year | 2014-12-31 | $247,561 |
Participant contributions at beginning of year | 2014-12-31 | $282,086 |
Participant contributions at end of year | 2014-12-31 | $88,735 |
Participant contributions at beginning of year | 2014-12-31 | $20,976 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,698 |
Other income not declared elsewhere | 2014-12-31 | $52 |
Administrative expenses (other) incurred | 2014-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $205 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $15,763 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $3,051,025 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,723,399 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,672,374 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $21,227,202 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $18,327,493 |
Interest on participant loans | 2014-12-31 | $11,092 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,396,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $1,162,248 |
Employer contributions (assets) at end of year | 2014-12-31 | $160,106 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $57,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $517,604 |
Contract administrator fees | 2014-12-31 | $46,396 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2014-12-31 | 141798364 |
2013 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $15,763 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,533 |
Total income from all sources (including contributions) | 2013-12-31 | $5,066,019 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $362,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $324,469 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $-1,041 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,729,247 |
Value of total assets at end of year | 2013-12-31 | $18,688,137 |
Value of total assets at beginning of year | 2013-12-31 | $13,973,870 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $39,554 |
Total interest from all sources | 2013-12-31 | $11,244 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $30,974 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $896,953 |
Participant contributions at end of year | 2013-12-31 | $282,086 |
Participant contributions at beginning of year | 2013-12-31 | $249,269 |
Participant contributions at end of year | 2013-12-31 | $20,976 |
Participant contributions at beginning of year | 2013-12-31 | $33,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $717,316 |
Other income not declared elsewhere | 2013-12-31 | $78 |
Administrative expenses (other) incurred | 2013-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $15,763 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $4,533 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $4,703,037 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,672,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $13,969,337 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $18,327,493 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $13,604,425 |
Interest on participant loans | 2013-12-31 | $11,244 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $2,325,450 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $1,114,978 |
Employer contributions (assets) at end of year | 2013-12-31 | $57,582 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $86,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $324,469 |
Contract administrator fees | 2013-12-31 | $8,580 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2013-12-31 | 141798364 |
2012 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,533 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,611,005 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $173,211 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $166,758 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $42 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,472,357 |
Value of total assets at end of year | 2012-12-31 | $13,973,870 |
Value of total assets at beginning of year | 2012-12-31 | $11,531,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,411 |
Total interest from all sources | 2012-12-31 | $7,837 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $214,730 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $214,730 |
Administrative expenses professional fees incurred | 2012-12-31 | $1,878 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $654,016 |
Participant contributions at end of year | 2012-12-31 | $249,269 |
Participant contributions at beginning of year | 2012-12-31 | $152,523 |
Participant contributions at end of year | 2012-12-31 | $33,963 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $90,631 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $86,213 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $4,533 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $2,437,794 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $13,969,337 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,531,543 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $13,604,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $10,854,252 |
Interest on participant loans | 2012-12-31 | $7,837 |
Income. Interest from loans (other than to participants) | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $524,768 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $928,664 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $-12,583 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $727,710 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $166,758 |
Contract administrator fees | 2012-12-31 | $4,533 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2012-12-31 | 141798364 |
2011 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $986,465 |
Total of all expenses incurred | 2011-12-31 | $136,543 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $134,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,268,794 |
Value of total assets at end of year | 2011-12-31 | $11,531,543 |
Value of total assets at beginning of year | 2011-12-31 | $10,681,621 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,600 |
Total interest from all sources | 2011-12-31 | $4,026 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $351,604 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $351,604 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $611,211 |
Participant contributions at end of year | 2011-12-31 | $152,523 |
Participant contributions at beginning of year | 2011-12-31 | $139,002 |
Participant contributions at end of year | 2011-12-31 | $0 |
Participant contributions at beginning of year | 2011-12-31 | $11,792 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $15,266 |
Administrative expenses (other) incurred | 2011-12-31 | $1,600 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $849,922 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,531,543 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,681,621 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $10,854,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $9,910,476 |
Interest on participant loans | 2011-12-31 | $4,026 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $524,768 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $606,553 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-651,048 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $13,089 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $642,317 |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $13,798 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $134,943 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WOJESKI & CO. CPAS PC |
Accountancy firm EIN | 2011-12-31 | 141798364 |
2010 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2010 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,744,242 |
Total of all expenses incurred | 2010-12-31 | $749,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $746,889 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,549,057 |
Value of total assets at end of year | 2010-12-31 | $10,681,621 |
Value of total assets at beginning of year | 2010-12-31 | $8,686,614 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,358 |
Total interest from all sources | 2010-12-31 | $7,119 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $252,099 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $252,099 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $582,143 |
Participant contributions at end of year | 2010-12-31 | $139,002 |
Participant contributions at beginning of year | 2010-12-31 | $126,639 |
Participant contributions at end of year | 2010-12-31 | $11,792 |
Participant contributions at beginning of year | 2010-12-31 | $9,050 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $353,058 |
Administrative expenses (other) incurred | 2010-12-31 | $1,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,995,007 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,681,621 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,686,614 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $9,910,476 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $8,080,047 |
Interest on participant loans | 2010-12-31 | $7,119 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $606,553 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $420,767 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $914,722 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $21,245 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $613,856 |
Employer contributions (assets) at end of year | 2010-12-31 | $13,798 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $50,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $746,889 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WOJESKI & COMPANY |
Accountancy firm EIN | 2010-12-31 | 141798364 |
2009 : ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ORTHOPEDICSNY, LLP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |